businessFeb 8, 202627:38pending
Will Amazon, Google, & Uber Withstand the AI Market Backlash?
About this episode
We break down the latest earnings from Amazon, Google, and Uber with Jason Helfstein, Head of Internet Research at Oppenheimer & Co.
Helfstein explains the impact of how Google & Amazon's increased AI investments are shaping company performance and whether Big Tech can withstand growing scrutiny around AI returns.
Get every episode summarized
Each time The Rundown publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Rundown
Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Inve...
The Rundown
Sep 11, 202610:35completed
Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm
The Rundown
Sep 10, 202610:08completed
Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier
The Rundown
Sep 9, 202610:38completed
Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal
The Rundown
Sep 8, 202610:56completed